KLA Corporation Investor Presentation — October 2021

Document content

(Quarter Ended September 30, 2021)

Reporting Date: October 27, 20212KLA N o n -Confid e n tia l | Un re s tricte dForward -Looking Statements

Statements in this presentation other than historical facts, such as statements pertaining to: (i ) growth rates for 2021 and 2022; (ii) our ability to

meet or exceed our 2023 financial targets ahead of expectations; (iii) continued improvement of industry demand for semiconducto rs and WFE;

(iv) foundry/logic strength with our customers increasing their demand forecast in 2021; (v) strong demand for memory in 2021 and 2022; (vi)

high R&D investment; (vii) expansion of service opportunities; (viii) capital allocation; (ix) the forecast of Optical Patter ned Wafer Inspection to

be among the fastest- growing segments in WFE; (x) our flagship reticle inspection business being on pace for a record year in 20 21; (xi)

continued improvement of revenue throughout calendar year 2021; (xii) levels of business activity in the quarter ending Decem ber31, 2021 and

for calendar 2021; (xiii) future capital returns to shareholders; (xiv) our non- GAAP operating expenses for the quarter ending D ecember 31,

2021 and near term budget; (xv) our effective tax planning rate for the quarter ending December 31, 2021; (xvi) WFE growth in 2021 and 2022,

and demand levels across end markets; and (xvii) revenues, GAAP and non -GAAP gross margin and GAAP and non -GAAP diluted EPS for the

quarter ending December 31, 2021 and revenues across customer segments in the quarter ending December 31, 2021; are forward -looking

statements and subject to the Safe Harbor provisions created by the Private Securities Litigation Reform Act of 1995.

These forward -looking statements are based on current information and expectations and involve a number of risks and uncertainti es. Actual